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Original filing (PDF)20250711232127NAL0007726081091
APPCUES, INC.
Form 5500
FILING_RECEIVED
APPCUES 401(K) PLAN
401(k) retirement plan
Signals · 1
44% in single holding
Active participants
56
Accounts w/ balance
94
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
78
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "or Similar Party Collateral, Par, or Maturity Value Cost** Value Vanguard GROUP TOTAL STOCK INDEX ADMIRAL CLASS" is 44% of plan.
Helping the score
- Below-peer total fees (10 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APPCUES, INC..
Plan sponsor
Name
APPCUES, INC.
EIN
46-3968624
Address
68 HARRISON AVE #605 · STE 1703, PMB 94414 · BOSTON, MA · 02111
Phone
(978) 509-3371
Industry
Professional & Technical Servicessee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $6K | — |
Investments
22 direct securities· $5.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Similar Party Collateral, Par, or Maturity Value Cost** Value Vanguard GROUP TOTAL STOCK INDEX ADMIRAL CLASS | — | — | — | $2.6M | 43.9% | |
| Vanguard FUNDS DEVELOPED MARKETS INDEX ADM | — | — | — | $918K | 15.7% | |
| Vanguard GROUP BOND INDEX ADMIRAL CLASS | — | — | — | $654K | 11.2% | |
| Vanguard EMERGING MARKETS STK ADM CL | — | — | — | $501K | 8.6% | |
| Vanguard SPECIALIZED DIV REIT INDEX FUND ADM SHS | — | — | — | $221K | 3.8% | |
| Vanguard FUNDS TOTAL INTERNATIONAL BOND INDEX | — | — | — | $215K | 3.7% | |
| Vanguard INFORMATION TECHOLOGY INDEX ADM | — | — | — | $161K | 2.8% | |
| Vanguard GROUP GROWTH INDEX ADM | — | — | — | $103K | 1.8% | |
| Vanguard GROUP INDEX 500 ADMIRAL | — | — | — | $102K | 1.7% | |
| Participants Participant Loans Rates from 5.75% to 9.5% | — | — | — | $79K | 1.3% | |
| Vanguard GROUP TOTAL INSTL STOCK INDEX ADM | — | — | — | $78K | 1.3% | |
| Vanguard GROUP RESERVE FED MM FD | — | — | — | $70K | 1.2% | |
| Vanguard GROUP SM CAP INDEX ADMIRAL | — | — | — | $33K | 0.6% | |
| Vanguard GROUP MID CAP INDEX ADMIRAL | — | — | — | $26K | 0.4% | |
| Vanguard GROUP HIGH DIVID YIELD INDEX ADMIRAL | — | — | — | $25K | 0.4% | |
| Vanguard ENERGY INDEX ADMIRAL | — | — | — | $22K | 0.4% | |
| Vanguard GROUP FTSE SOCIAL INDEX ADMIRAL | — | — | — | $20K | 0.3% | |
| Vanguard GROUP SMALL CAP VALUE INDEX ADMIRAL | — | — | — | $13K | 0.2% | |
| Vanguard SHORT-TERM INFLATION PROTECTED SECURITIES INDEX ADM | — | — | — | $12K | 0.2% | |
| Benefit Trust Company Cash | — | — | — | $7K | 0.1% | |
| Vanguard TELECOM SERVICES INDEX ADMIRAL | — | — | — | $6K | 0.1% | |
| Vanguard INDUSTRIALS INDEX ADMIRAL | — | — | — | $6K | 0.1% |
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